+80.5%
VTV vs VSAT
+50.0%
+30.6%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.5% | -3.2% | -0.9% |
| 7D | -2.1% | +3.4% | -5.5% | -2.3% |
| 30D | -1.3% | -12.2% | +10.9% | -0.6% |
| 3M | +5.6% | +20.6% | -15.0% | +3.7% |
| 6M | +12.4% | +60.2% | -47.8% | +7.8% |
| YTD | +17.6% | +115.3% | -97.6% | +10.2% |
| 1Y | +23.5% | +154.6% | -131.1% | +13.9% |
| 3Y | +67.0% | +211.2% | -144.1% | +45.2% |
| 5Y | +80.5% | +52.7% | +27.9% | +55.1% |
| All | +80.5% | +50.0% | +30.6% | +55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VSAT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling